05-31-2012 11:00 AM
So I've addred the record manager field to my contact form so it is diplayed when looking at the contact. I then do a search by area code to select contacts that I want to move to another ACT user in my database and go to Edit and Replace but record manager is still not an open to change.
What am I doing wrong?
05-31-2012 11:36 AM
05-31-2012 12:54 PM
Two additional questions:
1. What version of ACT! You? (Help Menu - About ACT!) Example: Sage ACT! Premium 2012 Version 22.214.171.124
2. If the contacts are private for each user ... Would this a problem in the time of the Replace Function?
05-31-2012 01:06 PM
06-01-2012 05:45 AM
You'll have to log in as each user and change the private to limited access first.
It's possible that you'll have to change them to public first and then change the record manager, and then change to limited access if necessary.
08-07-2014 10:45 AM
I am having the same problem... I cannot chage the record manger in Mass from a company lookup.
Sage ACT! Premium 2012 Version 126.96.36.199
All the records are set to public and all the users are active.